Method Community

Navitha, Just to be a bit more specific, can you generate the report in QB with the date range you are looking for(one year)? -Michael

Yes Michael, i am able to generate the Open Invoice report in QB. But can we restrict this report to one year?  

Navitha, I was able to duplicate your issue but looking at the QuickBooks Open Invoices report it is giving me the same results. Are you able to generate this report in QB using the Open Invoices? -Michael

Hi Jeff, This is actually a different issue then the one discussed above, the issue above was specific to Field Services for Method for QuickBooks Desktop. The issue you are having seems to only be occuring for Method for QuickBooks online, I have been able to duplicate this issue and will create a ticket. -Michael

Hi Rajni, The Amt.To Pay (OpenAmount) field is generated by QuickBooks. To change this value you would need to edit the bill itself and change the line items. -Michael

Debwiddi, By default Method doesn't support multiple service addresses(Limitation of the SDK to pull multiple ship to addresses) but you could create a different job for each location or customize Method so that it can store multiple service addresses. -Michael

Michael   We are new customer to Method CRM and I wanted to clerify the problem we see.  When we create an invoice on Method CRM the Bill to info does not fill.     It seem you know about this problem and never fixed.  My problem is that has been 10 months now.   Per the forum Method_Michael  the problem ...

This has been a problem with my account also. The Bill to Address is not populating in the Print Preview or the invoice data on the CRM display. I can provide screen shots if needed but it sounds like you understand the problem.   However we are invoicing about 100 invoices per month and this needs immediate ...

  Hello, I have created a schedule report for Open Invoices. This report shows all the invoices, But i need to filter this report according to date wise. I want to show the invoices created in this year only. For this i tried it in two ways those are 1. By setting the Reporting Period as "This year", even though i get all ...

Hi Michael, I am trying to update the Amt.To Pay in the Bill Payment Screen of Vendor Center. But I am not able to do that. The data is not getting updated for the column Amt. To Pay. I have modified the grid and made it as editable in the grid. After changing the data in the Amt. To Pay column in the Grid, clicking on ...